DocuSign: Using Custom Tags

You can use custom tags to collect additional information from your clients, like purchase order #, title, address, phone, etc..

Conga Collaborate automatically adds a signature field for each one of your Signers at the very bottom of the document. If there are additional places within the document you would like to receive a signature (or initials), you can utilize Custom Tags (or Custom Fields, if you are using the new DocuSign experience).

To create custom tags using DocuSign Classic

In your DocuSign account, click the user icon in the upper right corner
Click Preferences
From the menu on the left, look for Member Options and choose Custom Tags
Click Add to create a new custom tag
- Fill out the Label field with a descriptive name
- Choose the Type of the field. In most cases where custom signer input is required the type will be Text Box
- Check the “Shared” checkbox in the “The Form Field is” section. Optionally, you can make the field required here as well
- Fill out the Anchor field by following the instructions in the “Creating Anchor/AutoPlace Text” section below. Follow these steps to create custom tags using the new DocuSign experience:
In your DocuSign account, click the user icon to the upper right corner
Click Go to Admin
From the menu on the left, look for Signing and Sending and choose Custom Fields
Click Add Field to create a new custom tag
- Fill out the Name field with a descriptive name
- Choose the Type of the field. In most cases where custom signer input is required the type will be Text Field
- Check the “Shared” checkbox. Optionally, you can make the field required by checking “Required field”
- Fill out the AutoPlace Text field by following the instructions belowCreating Anchor/AutoPlace Text Anchor Text and AutoPlace Text are functionally the same things, but simply have different names depending on which version of DocuSign you are using. The following section will use the name Anchor text, but the instructions apply to both. Anchor text is recognized as an input area within a document executed through DocuSign. Anchor text needs to follow the following format:\fieldname{r}\ For example, if you create a field named Example Tag, the anchor text could be \exampletag{r}\ (you can make it be whatever you want but we recommend mirroring the name of the tag). The “{r}” of the anchor text acts as a variable for signer order. Within Conga Collaborate, the {r} is to be replaced with the number of the signer you want to fill out that field:
To offer the custom tag to the 1st signer in our example, enter \exampletag1\ into the Conga Collaborate document
To offer the custom tag to the 2nd signer, enter \exampletag2\ into the Conga Collaborate document

The last step is to change the color of the anchor text so it doesn’t show in the signable document. DocuSign recommends changing the font color of anchor text to the same color as the page background of the PDF (normally white). When the recipient of the document clicks the Accept button on your Conga Collaborate document, a DocuSign window appears with the PDF version of your document. The PDF will include input areas wherever you’ve placed anchor text.

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DocuSign: Using Custom Tags

To create custom tags using DocuSign Classic

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